You can create a new Salesforce connection in the Synchronization Service Console.
To create a new Salesforce connection
- In the Synchronization Service Console, open the Connections tab.
- Click Add connection, then use the following options:
- Connection name: Type a descriptive name for the connection.
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Use the specified connector: Select Salesforce Connector.
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Click Next.
- On the Specify connection settings page, use the following options:
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Connect to Salesforce Sandbox: Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.
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User name: Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.
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Password: Type the password of the account with which you want to access Salesforce.
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Security token: Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.
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Use a proxy server for your LAN: Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.
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Use credentials for proxy: Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.
- Test Connection: Click this button to verify the specified connection settings.
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To complete the configuration of the Salesforce connection, click Finish.